How to change version quote to the master quote?


You have created a version quote that needs to be changed to the master quote. Following are the steps to be followed. 

  1. From the quotes screen, click on any of the version quote created. The version will have a 01 in the quote number.  (shown below)

  2. This will open the quote detail screen. 
  3. To the right of  on the quote detail screen under the action menu, you will see the CONVERT TO MASTER QUOTE option. 
  4. Click the "Convert to master quote" button.

           

Once you click the "Convert To Master Quote" button,  a confirmation box will appear at the bottom of screen as shown below. "Convert version to master quote success".



The version quote is now converted to master quote. 



Article ID: 11
Last updated: 18 Jan, 2021
Revision: 9
Manage Quote -> How to change version quote to the master quote?
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